Brand Stories

The AGC's Haley Marx gives her steps to maintaining this community of financial advisors, which is part of Wealthtender.

This is the first time the Brand Stories podcast has had two guests on at once! Some of the key figures of Fintech Is Femme -- Founder Nicole Casperson and Head of Content and Community Kaitlin Domangue -- share what it was like to create this forceful group of women and how it's steadily evolved.

Carl Richards, known for his sketches, podcasts, and other work to promote money conversations, shares how he's created his brand identity.

Jordan Haines, CFP, Founder of Scaling Motions explains how financial advisors can achieve the growth they're aiming for.

Three Crowns Marketing's Founder Johnny Sandquist shares his take on where financial advisor marketing is and how no matter what tools you use, if you confuse them, you lose them.

Growclass' Quinn Palmer shares what growth marketing is and how at the end of the day, messages need to go from person to person.

President and Chief Experience Officer of Deliver Service Now Institute Vance Morris shares what he learned from a decade working at Walt Disney World and how he leverages that to benefit his clients' customer experience.

Powerlytics' Joe Kozeniewski discusses what growth marketing is and how financial advisors can measure their marketing efforts.

To have successful content, it needs to be frequent, insightful, relevant and entertaining, says Elements' Jeff Morgan.

While many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. Wealthtender's CEO Brian Thorp debunks some of the myths keeping advisors from exploring this.